See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,190 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,226 | $47,977-64.1% | $154,107-88.8% | $56,287-69.4% |
| Participation rate | 76.8% | 66.2%+10.6pp | 83.0%-6.3pp | 69.9%+6.9pp |
| Annual return | -6.40% | 3.54%-9.9pp | 735.12%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $879 | $2,169-59.5% | $5,298-83.4% | $2,111-58.4% |
| Participant deferral / active EE | $1,421 | $2,392-40.6% | $5,081-72.0% | $3,350-57.6% |
| Admin fee / account holder | $16 | $438-96.4% | $13,411-99.9% | $521-97.0% |